Industry Gossip (E22)
SEC Crackdown, FTX, Arta, and More

by Manish Khatta | Dec 2, 2022 | Christopher, Manish, Podcasts

Bill Crager commandeers old custody unit, Sam Bankman-Fried steps down, Charles Schwab & Co. undercuts OneSource, and...

Industry Gossip (E21)
InvestmentNews, Elon Musk, Riskalyze, and More

by Manish Khatta | Nov 11, 2022 | Christopher, Manish, Podcasts

Investment News is for sale… again, Elon Musk takes control of Twitter, Riskalyze to rebrand, Bob Veres calls out industry awards, and...

Two and a Half CMTs (E1)
Never Show Weakness in this Business

by Dan Russo, CMT | Oct 19, 2022 | Dan, Drew, Manish, Podcasts, Research

We decided it was time to spice things up! Dan and Drew are joined by Manish in the debut of our new show, Two and a Half...

Industry Gossip (E20)
Kim Kardashian, Cash, Fractional Work, and More

by Manish Khatta | Oct 7, 2022 | Christopher, Manish, Podcasts

Kim Kardashian settles for $1.26 million, RIAs drowning cash managers with ‘silly’ inflows, DPL grows investor base 8x, and...

Industry Gossip (E19)
AdviceTech Live, Altruist, TDFs, and more

by Manish Khatta | Sep 9, 2022 | Christopher, Manish, Podcasts

AdviceTech Live is happening again, Citigroup and Genworth face lawsuits, Altruist adds Potomac tactical model strategies, and...

Pros and Cons of
Index Funds

by Manish Khatta | Sep 1, 2022 | Investment Management, Manish, Tori

If you’ve been around the financial markets for any length of time, I’m sure you’ve heard the term “index fund.” Index funds are everywhere in modern portfolios, and while many investors have been told they should invest in them, not many understand why they may or...